AIS
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Advocate Investing Services’s Ameriprise Financial AMP Stock Holding History

Advocate Investing Services’s Portfolio AMP Stock Details AMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.75K Hold
6
– – ﹤0.01% 368
2026
Q1 		$2.67K Hold
6
– – ﹤0.01% 349
2025
Q4 		$2.94K Buy
+6
New +$2.85K ﹤0.01% 320

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Advocate Investing Services's AMP Position: Q2 2026 in Review

Advocate Investing Services held its Ameriprise Financial (AMP) position steady in Q2 2026 at 6 shares worth $2.75K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Advocate Investing Services first reported a position in AMP in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.94K in Q4 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Advocate Investing Services held 6 shares of Ameriprise Financial worth $2.75K as of Q2 2026.
  • Advocate Investing Services left its Ameriprise Financial share count unchanged in Q2 2026.
  • Ameriprise Financial made up ﹤0.01% of Advocate Investing Services's portfolio in Q2 2026, its #368 holding.
  • Advocate Investing Services first reported a position in Ameriprise Financial in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's Ameriprise Financial position peaked at $2.94K in Q4 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.